With our intuitive drag-and-drop Form Builder tool, it's never been easier to create exactly the form you want. There are dozens of Elements to choose from to meet your needs.
- Quick Sets
- Common Sets
- Shared With Team & Your Personal Sets
Quick Sets can be found in the 'Design Tools' window in Form Builder.
Quick Sets are groups of several elements and can be dragged and dropped on a form to quickly customize it. For instance, do you always use the same footer at the bottom of your form? If so, you can create a quick set so it can be added quickly and easily. Think of quick sets as a shortcut.
Common Quick Sets are created by Do Some Good and suitable for any organization to use.
- Form Intro: The Form Intro is made up of several elements that pulls information from your profile and what you previously entered:
- Form Title as defined in the form details page.
- Form Description as defined in the form details page.
- Logo as defined in your business profile.
- Business name
- Note: If you update this info at any point, your form will also update, even if already published.
- Business Intro: The Business Intro is simply a header that includes your business logo and business name in the set.
- Applicant Info: This Quick Set is suitable for applications where you are collecting personal details about the applicant. The set includes:
- Side-by-side fields for first and last name.
- Email address.
- Organization Info: This Quick Set asks for detailed information about the person filling out the form as well as the organization that they represent. The set includes:
- Name of organization including a searchable list of organizations already on our platform.
- Mailing address
- City, province, postal code
- Contact first and last name as well as title
- Phone number and email address
Shared With Team and Your Personal Sets
Whenever you create a group of elements in Form Builder, you have the ability to save it as a Quick Set. The folder icon with the down arrow is the save option.
When you save your Quick Set you get to name it and provide a description which will be displayed when you hover over it in the sidebar. You also can choose to share the Quick Set with other admins. If you choose to share the Quick Set, it will be visible to all business admins in the 'Shared With Team' area along with Quick Sets made by all other admins. If you choose not to share it will only be visible to you under the 'Your Personal Sets' area.
Each individual item that can be dragged onto a form and interacted with is called an element. Once on a form, the elements can be customized and configured using their properties. For your convenience, elements have been grouped together in categories.
Layout & Design
A Group element is a container that can hold one or more other elements, even other groups! Several actions performed to groups apply to all elements inside of it. For starters, if you drag and drop a group, the group and all of its contents will be moved. Additionally, there are several icons that appear in the top right of a group when you move the cursor over the group in the form builder.
Group Action Icons:
- Set Visibility Criteria: Choose to only show this group based on the answer to a previous question. For example, you might have a checkbox asking someone if they are willing to share a photo. You can set visibility criteria on a group so that it will ONLY show if the checkbox has been selected. More information on using visibility criteria can be found here.
- Duplicate: Create a copy of the group and all of the contents immediately below the current group.
- Save to Quick Sets: This allows you to create a Quick Set for your personal or team use in the future.
- Delete: This operation will delete the group, any visibility criteria associated with it and ALL of the contents of the group as well. Quick Sets or duplicates of this group will not be affected by the delete.
This type of group performs in exactly the same way as a regular group but it has two sections side by side rather than one vertical column as a standard group does. You are allowed to choose a 50/50 split or a 1/3 - 2/3 split on the right or left.
If you want to have multiple rows of elements, side by side, you will need to have multiple side by side groups stacked on top of each other. The side by side group functions optimally when it only has one element on each side.
If the person filling out the form does so on a phone or small screen, if there is not enough horizontal room to display the information side by side, it will be stack vertically with the left side above the right side.
This simple element inserts a horizontal line between two elements. It is often used to delineate two sections of a form and provide a subtle visual break.
Should you want to embed an image in your form, you can use this element to do so. This element can be used to provide a full width banner image, a square image or use the original aspect ratio of the image. You can use the Side-bySide Group to manage size and placement of your image if you want it to be embedded with other content.
This image upload is simply decorative and informative for the person filling out the form, it is not saved as part of the submitted data. For images uploaded by form submitters, visit the Uploads elements.
This elements are what you use to provide instruction and context to the people filling out your forms. You have several options of text formats to use, but there are no properties or fonts that can be edited once these items are selected.
- Bulleted List
The Business information elements are simple images and text blocks. What makes them convenient is that their content is taken directly from your business profile page. Should you update any of the associated fields on your business profile, the next time someone views your form, the content would be automatically updated from your profile. The available elements are:
- Business Logo
- Business Name (subtitle text size)
- About Us (paragraph text size)
- Social Mission (paragraph text size)
Contact & Address Information
These fields are used to gather name and address information from the people filling out your forms. Keep in mind that there is a quick set for Applicant Information that will pre fill some of this information from the users account.
- First Name: Single line free form text
- Last Name: Single line free form text
- Name of Location: Single line free form text used to describe a location such as 'Head Office' or 'Outreach Centre'.
- Street Address: Single line free form text
- City/Province: Search and select field of all available cities. If the city is not found, the submitter has an opportunity to add a new one. You have the ability to allow the submitter to see cities in Canada, USA or both locations.
- Postal Code: Canadian format postal code only. Invalid values will be rejected.
- Zip Code (US): United States format zip codes. Invalid values will be rejected.
- Phone: Formatted 10 digit phone number. Invalid values will be rejected.
- Email Address: Formatted email field. Invalid values will be rejected.
- Company Address Picker: Allow the submitter to choose from any of the public street addresses available in your Do Some Good business address book. There are several different ways you can display the information to the submitter so this element has some unique properties you can adjust:
Selection Style: This will change the visual style of the field to be radio buttons, checkboxes or a dropdown box.
Show shortened location names: The option allows you to show the full name and street address of the entries in your business address book, or a shortened version with just a location name and city.
This question is used when you want to show a person a list of options and they can select only one of them. They select the option by clicking on a circle next to the it. They can change their selection at any time before submitting the form.
Multiple choice questions are a great way to conditionally show or hide other questions on your form based on what the submitter chooses. If you want to show or hide parts of your form you can learn how to do that here.
This question is used when you ask a form submitter a single yes/no question. The checkbox is often used in conjunction with the 'Required' property to ask the submitter if they agree to the terms and conditions and forcing them to do so if they want to complete the submission.
The single checkbox is a great way to conditionally show or hide other questions on your form based on what the submitter chooses. If you want to show or hide parts of your form you can learn how to do that here.
Multiple Choice Checkboxes
The multiple choice checkboxes is similar to the 'Multiple Choice' option except that the submitter can choose one or more of that values rather than only one.
Multiple choice checkboxes questions are a great way to conditionally show or hide other questions on your form based on what the submitter chooses. If you want to show or hide parts of your form you can learn how to do that here.
Single Select Dropdown
The single select dropdown behaves identically to the Multiple Choice option in that the submitter can choose only one option from a list. This question displays the the list of choices in a collapsable dropdown list.
Single select dropdown questions are a great way to conditionally show or hide other questions on your form based on what the submitter chooses. If you want to show or hide parts of your form you can learn how to do that here.
Single and Multi Line Text
These fields allow your submitter to write free form text or numbers in the field to a length or your choosing.
These fields are perfect to use with the Suitable for story property. You can turn survey responses into ready made Do Some Good (and other social media) stories with a single click of your mouse. Read more hear about how you can spread awareness for the causes you care about and the impact they are making through auto generated stories.
The numeric input field will only allow numbers to be typed into it and can be adjusted in several different ways to suit your needs. Full descriptions of the properties are available here but the numeric field does have some custom configuration properties:
- Max Value: Can be used to limit the number of digits and also a maximum absolute value.
- Do not group digits with separator: By default we put comma separators every 3 digits for numeric input values. If you do not want to have commas formatted into your number, click this option. This is useful for recording membership or registration numbers where commas would ruin the formatting. The commas are included in the submitted data. Changing this value will have no effect on the display and reporting of existing values that have already been submitted, it will only affect values in future submissions.
- $ value per one unit of quantity: This property is described in detail in the Form Field Properties help article. In short, it allows you to assign an in-kind cash value to something that is being requested and that dollar value is added to the in-kind request for the submission. An example would be assigning $25 for each hour of in-kind service a team member of yours performed. If an applicant requested 4 hours of service, it would be recorded in the submission as a $100 in-kind request.
In its simplest form, the Dollar Input field is just a way to ask a submitter to enter a monetary value. When dealing with cash and cash equivalent (in-kind) values however, it is important to be precise about how you are using the Dollar Input field.
The Dollar Input is often used as a core question for giving programs where applicants are requesting funds from your business. These funds requests require extra scrutiny and possible adjustment before approval and payment. When dealing with cash or in-kind requests, the dollar input field properties allow you to:
- Require that the fields be viewed and confirmed during state changes.
- Allow the adjustment of the values and keeping a record of both the original and updated value.
- Properly categorize a request as either monetary or in-kind.
- Roll up request, approval and paid amounts for all of your programs on your forms page.
The Dollar Input field can also be used for asking informative questions like "What is your annual budget" or "What is your total fundraising goal". In these cases, they are not requesting that amount from you so you would un-select the tally option and the value would not feed up to the 'Request Amount' on your forms page.
Each of the advanced properties that affect how cash values are handled and what values roll up to your request and in-kind amounts are described in the form builder Properties article. When a Dollar Input field is dragged onto a form its default values are:
- Include in tally for $ requested: selected
- Include in tally for in-kind $: not selected
- Requires confirmation on state change: selected.
The rating picker is a visual field where a user can choose between one and five stars. The stars are coloured in to indicate the submitters selection. This type of field is great to use when soliciting feedback in a survey type form. It can also be used as an internal Administrator Field to get feedback from your team of reviewers as part of your approval workflow.
Cause Select and Skill Select
Both of these dropdown lists are single select dropdown lists but they are pre-filled with the Do Some Good standard causes or skills. The causes and skills are the same ones Do Some Good uses throughout the platform for user and business profiles, events, positions and everywhere else. The list of causes and skills can not be edited. If you have your own list of skills or causes that you would like use, you will have to build it yourself. If you have a standard list you always use, you may want to consider making a quick set so it can be easily added to other forms.
The image upload filed allows a submitter to choose and submit an image along with their form. Many common image types are allowed and there is no enforcement of a particular aspect ratio or minimum size. The maximum size is 25MB.
Images are perfect to use with the Suitable for story property. You can turn survey responses into ready made Do Some Good (and other social media) stories with a single click of your mouse. Read more hear about how you can spread awareness for the causes you care about and the impact they are making through auto generated stories.
Multiple File Upload
This uploader will allow a person to attach up to 3 supporting files of nearly any type to their submission. There are currently no ways to customize this field to change the number of files or limit the file types. The upload limit is set to a maximum of 25MB per file.
The only files that are prohibited are executable and scripting files (.exe, .sql, .js, .dmg etc.) that could potentially contain malicious code or programs.
Date & Time
There are several formatted and validated (must be in the correct format or the form can not be submitted) fields for you to use. You can select whichever date format is most applicable for your needs. The current data and time formats available are:
- Date & Time: Date and time combined into one field.
- Date Only: Select a day and year only.
- Time Only: Select a time of day only.
- Year Select: Select a year only.
This grouping of fields is all about organizations. Whenever possible, if an organization is already active on our platform, some information may be able to be pre-filled. To get the most pre-filled information out of organization, consider using the Organization Information Quick Set.
A searchable list of organizations on the Do Some Good platform as well as the ability for a submitter to write in their own organization name.
Charity Registration No.
A properly formatted Canadian registered charity identifier. It must be in the format: 123456789RR0001
In the United States, the govenrment does not have separate formats for charitable and non charitable busiensses. They all use the same formatted Employer Identification Number and it may or may not reference a charity. The format for an EIN is: 12-3456789
Social Media & Website
The Do Some Good form builder offers several fields that are specifically designed to validate social media websites. If you are looking to collect links to profiles or websites, there are validated fields which will help you collect that information.
- Website URL
- Facebook Page
- Instagram Name
- Twitter Handle
Button and Linked Text Button
Sometimes you need to provide submitters with extra information or direction that may not be feasible to put on the form itself. There are buttons available that you can configure to send the submitter to another web page (in a new tab/window) to get that information. Examples of where sending someone to another page might be a good option are to show full program details and criteria, impact made in past years or perhaps full terms and conditions for participation.
Both the button and the Linked Text Button function in the exact same way in that a single click will open a new tab/window and navigate the submitter there. The button looks like a button you would often find on a dialog box, the linked text button looks like a blue hyperlink you would see on a web page. It is purely a cosmetic difference and you can use whichever you prefer for your form.
The share button will allow people who click it to share the form they are filling out. They can copy the link, share as a Do Some Good or other social media story so that others can fill it out too.
Please sign in to leave a comment.